PenSys Strategic Partners

PenSys has established strategic partnerships with some of the best known investment custodians and recordkeeping firms in the country. These alliances give you access to the best possible combination of recordkeeping and investment management services while complementing our own state-of-art recordkeeping, administration and compliance services. Our alliances have been chosen for their ability to link to us electronically and have consistently demonstrated their commitment to excellence in retirement plan services. Your financial advisor can assist you in determining which combination of investments and recordkeeping services is best suited for your needs.

Custodians

   Charles Schwab
   Matrix Financial Solutions
   Fidelity

Record Keepers

   Nationwide
    John Hancock
    The Hartford
    Sun Life Financial Systems
    American Funds

Audit Firms

    Link, Murrel & Company
    Gallina LLP